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Monthly invoices

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Andy-UK

Andy-UK

Free Member
Business Listing
May 7, 2010
16
1
London & Kent
www.itsupport-uk.com
We have regular invoices that need to be created every month and I believe this can be set up so all we need to do is "print and post" rather than re-create them each month

How is this done?
 
Andy-UK said:
We have regular invoices that need to be created every month and I believe this can be set up so all we need to do is "print and post" rather than re-create them each month

How is this done?
Click to expand...
You can set up a recurring sales order; either on a regular patten (e.g.weekly, monthly etc) or on a custom schedule. This is done through the Recurring Transaction Manager by selecting File > Managers > Recurring Transaction Manager, which lets you create many types of recurring transactions. Or you can go to Sales Orders > Sales Orders > Recurring Sales Orders (option 614).

If it's just a one-off repetition of a previous sales order, then you can copy it by selecting Sales Orders > Utilities > Copy Sales Orders (option 681).
 
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